LFAS
Level Four Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.19M | Sell |
27,783
-1,512
| -5% | -$446K | 0.3% | 77 |
|
|
2025
Q1 | $7.28M | Buy |
29,295
+267
| +0.9% | +$66.4K | 0.3% | 85 |
|
|
2024
Q4 | $6.38M | Sell |
29,028
-936
| -3% | -$206K | 0.26% | 103 |
|
|
2024
Q3 | $6.19M | Sell |
29,964
-12,434
| -29% | -$2.57M | 0.26% | 107 |
|
|
2024
Q2 | $7.33M | Sell |
42,398
-9,606
| -18% | -$1.66M | 0.33% | 64 |
|
|
2024
Q1 | $8.51M | Buy |
52,004
+1,615
| +3% | +$264K | 0.47% | 40 |
|
|
2023
Q4 | $8.24M | Buy |
50,389
+68
| +0.1% | +$11.1K | 0.46% | 41 |
|
|
2023
Q3 | $7.06M | Buy |
50,321
+2,005
| +4% | +$281K | 0.46% | 40 |
|
|
2023
Q2 | $6.47M | Buy |
48,316
+2,525
| +6% | +$338K | 0.39% | 49 |
|
|
2023
Q1 | $6M | Sell |
45,791
-1,136
| -2% | -$149K | 0.39% | 50 |
|
|
2022
Q4 | $6.61M | Buy |
46,927
+9,139
| +24% | +$1.29M | 0.49% | 45 |
|
|
2022
Q3 | $4.49M | Buy |
37,788
+1,644
| +5% | +$195K | 0.44% | 51 |
|
|
2022
Q2 | $5.1M | Buy |
36,144
+3,114
| +9% | +$440K | 0.48% | 46 |
|
|
2022
Q1 | $4.3M | Sell |
33,030
-351
| -1% | -$45.6K | 0.34% | 81 |
|
|
2021
Q4 | $4.46M | Buy |
33,381
+7,630
| +30% | +$1.02M | 0.34% | 70 |
|
|
2021
Q3 | $3.58M | Sell |
25,751
-8,280
| -24% | -$1.15M | 0.37% | 74 |
|
|
2021
Q2 | $4.99M | Buy |
34,031
+5,362
| +19% | +$786K | 0.35% | 60 |
|
|
2021
Q1 | $3.82M | Buy |
28,669
+5,136
| +22% | +$684K | 0.3% | 83 |
|
|
2020
Q4 | $2.96M | Sell |
23,533
-3,512
| -13% | -$442K | 0.24% | 112 |
|
|
2020
Q3 | $3.29M | Sell |
27,045
-1,205
| -4% | -$147K | 0.25% | 96 |
|
|
2020
Q2 | $3.41M | Sell |
28,250
-714
| -2% | -$86.2K | 0.26% | 94 |
|
|
2020
Q1 | $3.21M | Buy |
28,964
+89
| +0.3% | +$9.87K | 0.39% | 57 |
|
|
2019
Q4 | $11.1M | Buy |
28,875
+1,885
| +7% | +$724K | 0.44% | 70 |
|
|
2019
Q3 | $3.93M | Buy |
26,990
+1,561
| +6% | +$227K | 0.41% | 54 |
|
|
2019
Q2 | $3.51M | Buy |
25,429
+299
| +1% | +$41.3K | 0.35% | 64 |
|
|
2019
Q1 | $3.55M | Buy |
25,130
+433
| +2% | +$61.1K | 0.39% | 62 |
|
|
2018
Q4 | $2.81M | Sell |
24,697
-2,219
| -8% | -$252K | 0.35% | 72 |
|
|
2018
Q3 | $4.07M | Sell |
26,916
-1,598
| -6% | -$242K | 0.44% | 54 |
|
|
2018
Q2 | $3.98M | Buy |
28,514
+4,861
| +21% | +$679K | 0.29% | 80 |
|
|
2018
Q1 | $3.63M | Buy |
23,653
+2,556
| +12% | +$392K | 0.28% | 83 |
|
|
2017
Q4 | $3.24M | Buy |
21,097
+3,662
| +21% | +$562K | 0.25% | 87 |
|
|
2017
Q3 | $2.53M | Buy |
17,435
+8,486
| +95% | +$1.23M | 0.22% | 91 |
|
|
2017
Q2 | $1.55M | Sell |
8,949
-3,696
| -29% | -$639K | 0.24% | 104 |
|
|
2017
Q1 | $2.19M | Sell |
12,645
-2,725
| -18% | -$472K | 0.22% | 97 |
|
|
2016
Q4 | $2.55M | Buy |
+15,370
| New | +$2.55M | 0.33% | 60 |
|